Every Form 4 that Arthur J. Gallagher & Co. (AJG) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow AJG and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full AJG filings page.
Arthur J. Gallagher & Co. officer Richard C. Cary, the Controller and Chief Accounting Officer, reported selling 1,000 shares of common stock on September 15, 2026 at $252.8583 per share, leaving 46,819.487 shares held directly. He also reports indirect holdings through a 401(k) plan and multiple equity-based awards, including stock options, notional stock units and phantom stock. No Rule 10b5-1 trading plan is reported for this sale.
Gallagher Patrick Murphy reported acquisition or exercise transactions in this Form 4 filing.
Arthur J. Gallagher & Co. (AJG) reported that Chief Operating Officer Patrick Murphy Gallagher was involved in a bona fide gift transfer on September 8, 2026, in which 49,988 shares of common stock were gifted by his father to an irrevocable trust for the benefit of the reporting person and his siblings, with the reporting person acting as trustee. He disclaims beneficial ownership of the trust shares except to the extent of his pecuniary interest. The filing also lists his existing equity-based positions, including multiple non-qualified stock options, phantom stock awards and notional stock units tied to AJG common stock, as well as indirect common stock holdings through various family trusts and a 401(k) plan. No Rule 10b5-1 trading plan is reported.
Arthur J. Gallagher & Co. (AJG) director and CEO J. Patrick Gallagher Jr. reported a bona fide gift transfer of 49,988 shares of Common Stock on September 8, 2026, made indirectly through a corporation for estate planning purposes, leaving that entity with zero shares.
After this gift, Gallagher Jr. continues to have interests in AJG through 128,447.9697 directly held Common shares, additional indirect Common Stock holdings via various family trusts, spouse and a 401(k) account, plus substantial equity-based awards including notional stock units, phantom stock and multiple non‑qualified stock options. No Rule 10b5‑1 trading plan is reported.
Arthur J. Gallagher & Co. (AJG) vice president Scott R. Hudson exercised 12,000 non-qualified stock options on September 2, 2026 at an exercise price of $86.17 per share, receiving 12,000 shares of common stock, and on the same day sold 12,000 common shares at a weighted-average price of $264.133 per share. He continues to hold multiple option awards on Gallagher common stock with exercise prices between $127.90 and $337.74, as well as phantom stock and notional stock units each representing rights to receive Gallagher common shares.
Arthur J. Gallagher & Co. (AJG) reported that director Christopher C. Miskel received a grant of 152.672 shares of common stock equivalents on September 1, 2026, as a grant/award acquisition under the company’s Director Deferral Plan. This resulted from his prior election to defer his annual cash retainer into deferred share units, which will be settled in common stock. Following this award, his directly held position increased to 10,826.439 shares of common stock. No Rule 10b5-1 trading plan is reported for this transaction.
Arthur J. Gallagher & Co. (AJG) reported that its General Counsel, Walter D. Bay, sold 12,000 shares of Common Stock on August 24, 2026, in an open-market transaction at a weighted average price of $270.081 per share, with individual trades between $270.01 and $270.17. Following this sale, he directly holds 71,292.092 Common shares, plus an additional 491.129 shares indirectly through a Gallagher 401(k) plan account. He also retains various equity-linked awards, including non-qualified stock options over multiple blocks of Common Stock and holdings of 5,828.5456 Notional Stock Units and 4,007.175 Phantom Stock units, each representing a right to receive one share of Gallagher common stock under the company’s compensation and deferred compensation programs.
Arthur J. Gallagher & Co. (AJG) executive Christopher E. Mead, a vice president, reported an option exercise and same-day sale. He exercised 3,500 non-qualified stock options at an exercise price of $86.17 per share for 3,500 shares of common stock, then sold 3,500 common shares at $257.025 per share.
Mead continues to hold derivative and deferred equity interests, including phantom stock linked to 21,943.184 underlying common shares, several non-qualified stock option grants with exercise prices between $127.90 and $337.74, 1,982.8313 notional stock units payable after separation from service, and 491.098 common shares held indirectly through a Gallagher 401(k) plan account.
Arthur J. Gallagher & Co. (AJG) executive Mark H. Bloom, Vice President, exercised 1,280.485 shares of phantom stock into the same number of common shares at $0.0000 per share. In connection with this Age 62 Plan award distribution, 606.814 common shares were withheld at $251.21 per share to cover applicable income and employment taxes. Following the derivative transaction, Bloom holds 6,017.051 phantom stock units and continues to hold multiple non-qualified stock option awards and 962.2459 notional stock units tied to Gallagher common stock, plus 193.263 indirect common shares in a Gallagher 401(k) plan account.
Arthur J. Gallagher & Co. reported that its Chief Operating Officer Patrick Murphy Gallagher made a bona fide gift of 23,800 shares of common stock on August 5, 2026. The gift, for estate planning purposes, transferred shares from his spouse to an irrevocable trust benefiting him and his children; the shares are held in family trusts, and he disclaims beneficial ownership except to the extent of any pecuniary interest. He also reports direct holdings of stock options and deferred-compensation awards, including phantom stock and notional stock units that each represent rights to receive Gallagher common shares in the future.
Arthur J. Gallagher & Co. vice president Vishal Jain reported routine equity compensation activity. He exercised notional stock units to acquire 2,162.694 shares of common stock through a derivative conversion, with no sales reported in this filing.
Following the transaction, Jain directly holds 68,903.384 shares of common stock and indirectly holds 491.113 shares through a Gallagher 401(k) plan account. He also retains several non-qualified stock option awards on common stock with exercise prices ranging from $86.17 to $337.74 per share, expiring between March 2027 and March 2033.
In addition, Jain holds 39,710.185 phantom stock units and 9,725.8456 notional stock units, each representing rights to receive Gallagher common shares as part of nonqualified deferred compensation and the company’s Age 62 Plan, which generally vests when participants reach age 62.
Arthur J. Gallagher & Co. President Thomas Joseph Gallagher reported a small derivative exercise that added 351.945 shares of common stock to his direct holdings. These shares came from the conversion of 351.945 notional stock units, reflected at a reference price of $229.57 per share, bringing his directly held common stock to 323,743.025 shares.
The Form 4 also updates several indirect holdings, including shares in a 401(k) plan, in trusts and in accounts held by his wife, with related footnotes stating that he disclaims beneficial ownership of certain trust-held shares for Section 16 purposes. In addition, he continues to hold a range of non-qualified stock options on Gallagher common stock with exercise prices between $86.17 and $337.74 expiring from 2027 through 2033, as well as 20,280.735 phantom stock units and 13,345.6345 notional stock units under company deferred compensation plans.
Arthur J. Gallagher & Co. Vice President Michael Robert Pesch reported an exercise of notional equity awards into common stock. He converted 355.801 notional stock units into an equal number of Gallagher common shares at a reference value of $229.57 per share, increasing his direct stock position.
After this transaction, Pesch holds 44,832.7289 common shares directly, along with additional indirect holdings through a Gallagher 401(k) plan account, an irrevocable trust for which his spouse is trustee, and shares held for a child. He also retains multiple non-qualified stock option grants and phantom stock awards, which each represent rights to receive Gallagher common stock in the future, including awards under the company’s Age 62 nonqualified deferred compensation plan.
Arthur J. Gallagher & Co. VP & Chief Financial Officer Douglas K. Howell reported his updated equity and deferred compensation positions. The filing shows a discretionary transaction involving 12,954.386 notional stock units at $209.08 per unit, moving value in the Supplemental Savings and Thrift Plan from Gallagher common stock to cash to help cover expected tax obligations for a July 2026 distribution.
After this transaction, Howell holds 106,807.412 shares of common stock directly, plus 3,165 shares held by his spouse and 491.131 shares in a 401(k) plan. He also holds 208,342.081 notional stock units, 6,889.431 phantom stock units, and multiple non-qualified stock options with exercise prices ranging from $86.17 to $337.74 expiring between 2027 and 2033. A footnote notes this short-swing matching under Section 16(b) resulted in an approximate $32,123 loss to Howell.
Arthur J. Gallagher & Co. controller and chief accounting officer Richard C. Cary reported an open-market sale of 3,000 shares of common stock at $206.00 per share on June 2, 2026. After this transaction, he directly holds 47,819.487 shares of common stock, along with 418.699 shares held indirectly through a Gallagher 401(k) plan account.
He also holds equity-based awards, including phantom stock and notional stock units, each representing rights to receive Gallagher common stock, and several non-qualified stock options covering 1,219, 1,572, 2,265, and 2,349 underlying shares with exercise prices between $86.17 and $177.09 per share and expirations from 2027 to 2030.
Arthur J. Gallagher & Co. director David S. Johnson reported acquiring 236.536 shares of common stock valued at $206.10 per share. This reflects his prior election under the Company’s Director Deferral Plan to defer his annual cash retainer into deferred share units payable in stock. Following this compensation-related grant, he holds 47,386.554 shares of common stock directly.
Arthur J. Gallagher & Co. director Christopher C. Miskel acquired 194.081 shares of common stock on June 1, 2026 at a reference price of $206.10 per share. This was a grant under the company’s Director Deferral Plan, converting deferred cash retainers into share units, bringing his direct holdings to 10,641.773 shares.
Arthur J. Gallagher & Co. Chief Operating Officer Patrick Murphy Gallagher reported a Form 4 showing a bona fide gift of 14,698 shares of common stock made indirectly through a trust. The trust still holds 98,105.25 shares of Gallagher common stock following this gift.
The filing also updates various indirect family trusts and a 401(k) account, as well as direct holdings of common stock, notional stock units, phantom stock and several non-qualified stock options with exercise prices ranging from $86.17 to $337.74 and expirations between 2027 and 2033.
Arthur J. Gallagher & Co. CEO J. Patrick Gallagher Jr. reported a Form 4 showing a bona fide gift of 14,698 shares of common stock, transferred at a reported price of $0.00 per share. Following the gift, he directly holds 109,416.9637 common shares, along with additional indirect holdings through various trusts, a 401(k) plan account, and his spouse. He also retains multiple non-qualified stock options with different exercise prices and expiration dates, plus phantom stock and notional stock units that each represent rights to receive one share of Gallagher common stock.
Caplan Deborah H reported acquisition or exercise transactions in this Form 4 filing.
Director Deborah H. Caplan received a grant of 1,110 shares of Arthur J. Gallagher & Co. common stock in the form of a restricted stock unit award. The units vest on the earlier of one year after the grant date or her departure from the Board. Following this award, she directly holds 2,650 shares of common stock.
Arthur J. Gallagher & Co. director Teresa Hillary Clarke reported an acquisition of 1,110 shares of common stock as a grant or award, at a stated price of $0.00 per share. This award is structured as restricted stock units that vest on the earlier of one year after the grant date or her departure from the Board.
Following this compensation-related award, Clarke directly holds a total of 5,566.726 shares of Arthur J. Gallagher & Co. common stock. The transaction reflects routine equity compensation for board service rather than an open-market purchase or sale.
Coldman David John reported acquisition or exercise transactions in this Form 4 filing.
Arthur J. Gallagher & Co. director David John Coldman received a grant of 1,110 shares of Common Stock in the form of a restricted stock unit award. The award vests on the earlier of one year after the grant date or his departure from the Board. Following this grant, he holds 16,344 shares directly.
Harries Richard de Winton Wilkin reported acquisition or exercise transactions in this Form 4 filing.
Arthur J. Gallagher & Co. director Harries Richard de Winton Wilkin reported receiving a grant of 1,110 shares of common stock as a restricted stock unit award. The award vests on the earlier of one year after the grant date or his departure from the Board. Following this grant, he beneficially owns 2,413 shares of common stock directly.
JOHNSON DAVID S reported acquisition or exercise transactions in this Form 4 filing.
Arthur J. Gallagher & Co. director David S. Johnson received a grant of 1,110 shares of Common Stock as a restricted stock unit award. The award carries a price of $0.00 per share and is compensation-related rather than a market purchase.
According to the footnote, the restricted stock units vest on the earlier of one year after the grant date or Johnson’s departure from the Board. After this award, Johnson directly holds a total of 47,150.018 shares of Arthur J. Gallagher & Co. common stock, showing this grant is a relatively small addition to his existing position.
Miskel Christopher C. reported acquisition or exercise transactions in this Form 4 filing.
Arthur J. Gallagher & Co. director Christopher C. Miskel reported an equity compensation grant of 1,110 shares of Common Stock. This award is described as a restricted stock unit grant that vests on the earlier of one year after the grant date or his departure from the Board. Following this grant, he directly holds 10,447.692 shares of the company’s common stock.
NICOLETTI RALPH J reported acquisition or exercise transactions in this Form 4 filing.
Arthur J. Gallagher & Co. director Ralph J. Nicoletti received a grant of 1,110 shares of common stock as a restricted stock unit award. The award vests on the earlier of one year after the grant date or his departure from the Board. Following this grant, he holds 18,414.305 shares directly.
ROSENTHAL NORMAN L reported acquisition or exercise transactions in this Form 4 filing.
Arthur J. Gallagher & Co. director Norman L. Rosenthal received an equity award of 1,110 shares of Common Stock as a grant. The Form 4 shows this as a restricted stock unit award with no cash price per share. After this award, Rosenthal directly holds 43,326.66 shares of Arthur J. Gallagher & Co. common stock. The restricted stock units vest on the earlier of one year after the grant date or his departure from the Board, making this a routine, compensation-related equity grant rather than an open-market purchase.
Arthur J. Gallagher & Co. President Thomas Joseph Gallagher reported routine compensation-related equity activity. On March 31, 2026, he exercised 76.382 shares of phantom stock into the same number of common shares, and an equal 76.382 shares of common stock were withheld to cover tax obligations at $215.95 per share, resulting in no net change in his direct common share count from this vesting event.
Following these transactions, Gallagher directly holds 323,391.080 shares of common stock and 20,214.460 shares of phantom stock under the company’s Age 62 nonqualified deferred compensation plan. He also retains several blocks of non-qualified stock options over Gallagher common stock with exercise prices ranging from $86.17 to $337.74 and expirations between 2027 and 2033, plus notional stock units where each unit represents one share of common stock, with portions scheduled to be paid in shares in July 2025 and July 2026 and after separation from service. Additional common shares are held indirectly in family and retirement-related accounts, including trusts and a 401(k) plan, with certain trust-held shares reported alongside a disclaimer of beneficial ownership.
Arthur J. Gallagher & Co. VP & Chief Financial Officer Douglas K. Howell exercised 76.382 phantom stock units into an equal number of common shares, then had 76.382 shares withheld to cover tax obligations at a price of $215.95 per share. After these routine compensation-related entries, he directly holds 106,709.7558 common shares, plus indirect holdings through a spouse and a Gallagher 401(k) plan where he disclaims beneficial ownership. He also retains substantial notional stock units and non-qualified stock options that can deliver additional Gallagher common stock over time.
Arthur J. Gallagher & Co. vice president Hudson Scott R reported a routine compensation-related transaction. On March 31, 2026, he exercised 63.651 shares of Phantom Stock, receiving an equivalent number of common shares at a reference price of $215.95 per share.
An equal 63.651 common shares were then withheld in a tax-withholding disposition, so his direct common stock holdings remained broadly stable at about 90,262 shares, plus 411.467 shares held indirectly in a Gallagher 401(k) plan. He also continues to hold multiple non-qualified stock options and notional stock units tied to Gallagher common stock.
Arthur J. Gallagher & Co. vice president Vishal Jain exercised 50.921 phantom stock units into an equal number of common shares and used the same 50.921 shares to satisfy tax obligations. The tax-withholding disposition was recorded at a share price of $215.95.
After these transactions, Jain directly holds 66,740.690 common shares and has an additional 491.113 shares held indirectly through a Gallagher 401(k) plan account. He also retains several non-qualified stock option grants over Gallagher common stock with exercise prices ranging from $86.17 to $337.74 and expirations between 2027 and 2033, plus 5,500.2426 notional stock units payable following separation from service.
Arthur J. Gallagher & Co. vice president William F. Ziebell exercised equity awards and had shares withheld for taxes. On March 31, 2026, he exercised 50.921 shares of phantom stock into the same number of common shares, valued at $215.95 per share for reporting purposes.
The same 50.921 common shares were then used to satisfy tax obligations through a share-withholding transaction. After these moves, he directly held 48,684.8241 common shares and indirectly held 491.139 shares in a Gallagher 401(k) plan account.
He also retained several non-qualified stock option positions on Gallagher common stock, including awards with exercise prices of $86.17, $127.90, $158.56, $177.09, $243.54, and $337.74, plus 6,033.7549 notional stock units that each represent a right to receive one share of common stock.
Arthur J. Gallagher & Co. General Counsel Walter D. Bay exercised 1,415.092 shares of phantom stock into the same number of common shares on March 31, 2026, under the company’s Age 62 Plan. These vested shares were distributed as part of nonqualified deferred compensation.
To cover income and employment taxes on this distribution, 627 common shares were withheld at a reference price of $215.95 per share. After these transactions, Bay directly holds 83,292.092 common shares, plus 491.129 shares indirectly through a Gallagher 401(k) plan account.
He also continues to hold multiple non-qualified stock options, including options over 24,500 shares at $127.90 and 17,630 shares at $86.17, with expirations between 2027 and 2033, as well as 5,828.5456 notional stock units payable after separation from service.
Arthur J. Gallagher & Co. Controller and Chief Accounting Officer Richard C. Cary exercised vested phantom stock under the company’s Age 62 Plan, converting 471.698 shares of phantom stock into the same number of common shares at an exercise price of $0.00 per share.
Those common shares were valued at $215.95 each for reporting purposes, and 139 shares were withheld to cover income and employment taxes, a non-market disposition. After these transactions, he directly holds 50,819.487 common shares, plus multiple non-qualified stock option grants and 1,018.466 notional stock units that each track one share of common stock.
Arthur J. Gallagher & Co. CEO J. Patrick Gallagher Jr. exercised 5,345.903 shares of phantom stock into common stock on March 31, 2026 under the company’s Age 62 nonqualified deferred compensation plan. A portion of the resulting shares (2,369) was withheld at $215.95 per share to cover income and employment taxes, leaving him with 123,961.8365 common shares held directly, plus significant additional indirect and derivative holdings.
Arthur J. Gallagher & Co. President Thomas Joseph Gallagher reported several bona fide gifts of Common Stock totaling 1,760 shares on 2026-03-23. The gifts include transfers from both his direct holdings and entities associated with his wife as trustee or holder. After these gifts, he continues to hold substantial direct and indirect positions in Gallagher stock, along with multiple non-qualified stock options, phantom stock, and notional stock units tied to Gallagher common shares.
Arthur J. Gallagher & Co. Chief Operating Officer Patrick Murphy Gallagher reported small, non-market gifts and deferred compensation moves rather than open-market trades. He made two bona fide gifts totaling 1,408 shares of common stock, split between his direct holdings and shares held by his spouse as trustee, at no sale price. He also executed a discretionary transaction moving $310,357.10 of assets in a company supplemental savings plan into an investment option tied to Gallagher common stock, creating 1,444.731 notional stock units at $214.82 each, with 2,351.803 units shown as of that date. The notional and phantom stock units and multiple non-qualified stock option grants, with expirations running through 2033, represent compensation and long-term incentives payable or exercisable in the future, while he continues to hold meaningful direct and indirect common stock positions through personal accounts, a 401(k) plan and various family trusts.
Arthur J. Gallagher & Co. Vice President William F. Ziebell reported compensation-related equity activity on March 15, 2026. He received a grant of 6,930 restricted common shares, earned from performance share units awarded in 2023. These units were converted into common stock, and 2,321 shares were withheld at $207.93 per share to cover tax obligations, leaving 48,684.8241 common shares held directly. The filing notes it was submitted one day late due to a technical issue and shows substantial remaining phantom stock and non-qualified stock options linked to Gallagher common shares.
Arthur J. Gallagher & Co. vice president Michael Robert Pesch reported a tax-related share disposition. On March 16, 2026, 525 shares of common stock were withheld at $207.93 per share to cover tax obligations from vested restricted stock units, rather than sold on the open market.
After this withholding, he directly holds 44,379.2717 common shares, along with indirect holdings of common stock by a child, a spouse’s irrevocable trust, and a Gallagher 401(k) plan account. He also retains phantom stock, notional stock units, and multiple non-qualified stock options on Gallagher common stock with various exercise prices and expirations.
Arthur J. Gallagher & Co. vice president Vishal Jain reported equity compensation and related tax-withholding transactions involving the company’s common stock. On March 15, 2026, he received 6,214 restricted shares of common stock and separately acquired 6,214 common shares through an option exercise coded M.
To cover tax obligations on these vesting events, a total of 3,146 common shares were withheld at $207.93 per share across March 15–16, 2026 under F-code transactions, which are not open‑market sales. Following these transactions, Jain directly holds 66,740.69 common shares, plus additional indirect holdings through a Gallagher 401(k) plan account.
He also holds various derivative awards, including phantom stock and non‑qualified stock options over Gallagher common stock, with exercise prices ranging from $86.17 to $337.74 and stated expiration dates between 2027 and 2033, as well as notional stock units that convert into common shares after separation from service.
Arthur J. Gallagher & Co. Chief Human Resources Officer Susan E. Pietrucha reported equity compensation activity involving performance-based shares and related tax withholding. Performance share units awarded on March 15, 2023 were earned and vested as of March 15, 2026, resulting in an award of 6,612 shares of restricted common stock at a stated price of $0.00 per share.
Those restricted shares were then converted into 6,612 shares of common stock, and 2,186 of those common shares were withheld at $207.93 per share to cover tax obligations. After these transactions, she directly holds 16,396.7715 shares of common stock and indirectly holds 367.312 shares through a Gallagher 401(k) plan account. She also retains derivative interests, including 100,637.795 phantom stock units and 15,324.048 notional stock units linked to common stock, plus several non-qualified stock option grants with stated exercise prices and future expiration dates.
Arthur J. Gallagher & Co. vice president Christopher E. Mead reported routine equity compensation and related tax share withholding. On March 15, 2026, performance share units awarded on March 15, 2023 were earned and vested, resulting in 5,258 shares of restricted common stock that were then converted into common shares. To cover tax obligations from this vesting, the company withheld 2,019 shares on March 15 and a further 432 shares on March 16 at a price of $207.93 per share. After these transactions, Mead directly holds 22,112.7322 shares of common stock, plus 491.098 shares held indirectly in a Gallagher 401(k) plan account. He also retains significant equity-linked interests, including 21,803.927 phantom stock units, various non-qualified stock options over blocks of common shares with exercise prices between $86.17 and $337.74, and 1,982.8313 notional stock units that become payable after his separation from service.
Arthur J. Gallagher & Co. Vice President Scott R. Hudson reported compensation-related equity activity on March 15, 2026. He received 7,170 shares of restricted common stock from performance share units that were earned and vested, which then converted into common stock. 2,828 shares were withheld at $207.93 per share to cover taxes, and he now holds 90,262 common shares directly, along with additional stock options, notional stock units and phantom stock tied to Gallagher common stock.
Arthur J. Gallagher & Co.’s VP & Chief Financial Officer Douglas K. Howell reported compensation-related equity activity, primarily option exercises and vested performance units. On March 13, 2026, he exercised 14,100 non-qualified stock options at an exercise price of $79.5900 per share, receiving the same number of common shares. The company withheld 8,638 common shares at $207.9300 per share to cover tax obligations, leaving him with 101,492.7558 common shares held directly.
On March 15, 2026, performance share units awarded on March 15, 2023 vested, resulting in 9,082 restricted shares converting into common stock. In connection with this vesting, 3,865 common shares at $207.9300 per share were delivered to satisfy tax liabilities, and Howell’s direct common stock holdings increased to 106,709.7558 shares. The filing also shows substantial remaining notional stock units and non-qualified stock options on Gallagher common stock, with exercise prices ranging from $86.1700 to $337.7400 per share and expirations between 2027 and 2033. Certain indirect holdings, including shares held by a spouse or in a Gallagher 401(k) plan account, are reported separately, and one footnote states that Howell has no voting or investment power over specified shares and disclaims beneficial ownership.
Arthur J. Gallagher & Co. President Thomas J. Gallagher reported equity compensation activity rather than open-market trading. On March 15, 2026, he received 9,560 shares of restricted common stock as performance share units earned and vested from a March 15, 2023 award.
Those vested units were converted into 9,560 shares of common stock, and 4,068 shares of common stock were withheld at $207.93 per share to cover tax obligations. After these entries, he directly holds 324,183.08 shares of common stock, along with various stock options, phantom stock and notional stock units tied to Gallagher common stock.
The filing also lists additional indirect holdings through a grantor retained annuity trust, an irrevocable trust for his children, his wife (including as trustee), and a 401(k) plan account, with the report stating that he disclaims beneficial ownership of certain trust shares.
Arthur J. Gallagher & Co. Chief Operating Officer Patrick Murphy Gallagher reported equity compensation activity and related tax withholding. On March 15, 2026, he received a grant of 4,620 shares of restricted common stock, which then converted into the same number of common shares through a derivative exercise entry.
To cover tax obligations tied to the vesting, a total of 2,487 common shares was disposed of via share withholding at $207.93 per share, reported on March 15 and 16, 2026, rather than through open‑market sales. After these transactions, he directly holds 38,575.6637 common shares and also has various stock options, phantom stock, and notional stock units, along with additional indirect holdings in family and retirement‑related accounts and trusts.
Arthur J. Gallagher & Co. CEO J. Patrick Gallagher Jr. reported equity compensation activity involving 45,048 shares of common stock on 2026-03-15. Performance share units awarded on 2023-03-15 were earned and vested, converting into common shares.
Of these shares, 19,168 were withheld at $207.93 per share to cover tax obligations, a non-market disposition, leaving 120,984.9335 common shares held directly. He also maintains additional indirect holdings through various trusts, a corporation, his spouse, and a 401(k) plan, along with substantial notional stock units, phantom stock, and stock options.
Arthur J. Gallagher & Co. Controller and Chief Accounting Officer Richard C. Cary reported a small, routine tax-related share disposition. On 2026-03-15, 181 shares of Common Stock were withheld at $207.93 per share to cover tax obligations tied to the vesting of restricted stock units, rather than an open-market sale. Following this withholding, he directly holds 50,486.789 shares of common stock, plus 418.699 shares held indirectly through a Gallagher 401(k) plan account.
He also retains several equity-based awards. These include non-qualified stock options over 2,349, 2,265, 1,572 and 1,219 underlying common shares with exercise prices of $127.90, $158.56, $177.09 and $86.17, expiring between 2027-03-12 and 2030-03-15. In addition, he holds 1,018.466 notional stock units and 630.812 phantom stock units, each representing the right to receive one share of Gallagher common stock under deferred compensation arrangements.
Arthur J. Gallagher & Co. Vice President Mark H. Bloom reported compensation-related equity activity on March 15, 2026. He received 3,506 shares of restricted common stock tied to performance share units that were earned and vested as of that date. These units were converted into common stock, increasing his direct holdings before tax. To cover tax obligations, 793 common shares were withheld at a price of $207.93 per share, leaving him with 3,743 common shares held directly, plus additional indirect holdings through a Gallagher 401(k) plan account.
Bloom also continues to hold several non-qualified stock options on Gallagher common stock, including grants with exercise prices such as $228.20, $337.74, $243.54, $158.56, and $177.09 per share, expiring between 2029 and 2033. He holds phantom stock and notional stock units, each representing the right to receive one share of Gallagher common stock in the future under company plans. The transactions reflect routine vesting, option mechanics, and tax withholding rather than open-market buying or selling.
Arthur J. Gallagher & Co.’s General Counsel Walter D. Bay reported equity compensation activity. On March 15, 2026, 7,090 performance-based restricted shares of common stock were awarded and vested, then converted into common stock. Of these, 2,411 shares were surrendered at $207.93 per share to cover tax obligations, a non-market disposition. Following these transactions, Bay directly holds 75,414 shares of common stock and also has 491.129 shares indirectly through a Gallagher 401(k) plan account. He retains several non-qualified stock options and stock-based units with exercise prices ranging from $86.17 to $337.74 and expirations between 2027 and 2033, providing additional potential future equity exposure.
Arthur J. Gallagher & Co. vice president Vishal Jain exercised 8,450 non-qualified stock options on common stock at an exercise price of $79.59 per share. The exercise delivered 8,450 common shares, increasing his direct holdings to 67,311.69 shares before related tax handling.
Of these, 4,326 shares of common stock were withheld at $219.195 per share to cover applicable tax obligations and the exercise price for expiring options, leaving Jain with 62,985.69 directly held shares. He also continues to hold phantom stock and multiple non-qualified stock option grants and notional stock units that are each tied to Gallagher common stock.